Filed September 1, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ELLIS & WARD CONSULTING GROUP, INC. Service code 13 · EIN 62-1417683 985 CORDOVA STATION · CORDOVA, TN 38018 | Contract Administrator | $5,885 |
AMERITAS LIFE INSURANCE CORP5+ years Filed as: AMERITAS LIFE INSURANCE COMPANY Service code 15 · EIN 47-0098400 5900 O. STREET · LINCOLN, NE 68501 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,306 | $78,419-35.9% | $133,956-62.4% | $73,409-31.5% |
| Participation rate | 71.8% | 78.6%-6.8pp | 79.8%-8.0pp | 72.2%-0.3pp |
| Annual return | 11.45% | 33.35%-21.9pp | 45.09%-33.6pp | 59.29%-47.8pp |
| Employer contribution / active EE | $2,828 | $2,044+38.4% | $3,919-27.8% | $2,234+26.6% |
| Participant deferral / active EE | $3,979 | $3,925+1.4% | $5,048-21.2% | $3,805+4.6% |
| Admin fee / account holder | $34 | $161-79.2% | $8,927-99.6% | $158-78.7% |